To add/create new opportunities there are 2 options:
creating opportunities from the Conversations tab
Creating them from the Opportunities Tab.
Here's a guide on how you can create opportunities manually.
Add/Create A New Opportunity from the Conversations Tab
Go to the "Conversations" tab.
Select The Contact
Choose the contact you wish to create an opportunity for. You can click on "All" to see all of your contacts.
PRO TIP: Use the search bar to help find the contact when you have many contacts.
Click On "Create Opportunity"
Next, click on "Create Opportunity" to open the opportunity menu.
Select The Pipeline
Once the box opens, double check the opportunity name to make sure it's the right contact.
Then click on the "Pipeline" dropdown to choose the which pipeline you want this contact in.
Select The Pipeline Stage
Next, click on "Select Stage". Then choose the pipeline stage that best represents where your contact is.
Select The Status
Next, click on the "Status" dropdown to choose a status. And then pick an appropriate status among Open, Won, Lost or Abandoned.
(Optional) Add Opportunity Source
Click the "Source" field. Make this something meaningful so you can track where your leads are coming from.
Click On "Add"
Click on "Add" to finish up and create the opportunity.
Add/Create A New Opportunity from the Opportunities Tab
To create a new opportunity on your pipeline, simply go to the "Opportunities" tab and click on the "+New" button.
Add The Contact Info
Once the box opens, enter the contact information first:
Full Name
Email
Phone Number
Company Name (optional)
Tag (optional)
Add The Opportunity Name
Click on the "Opportunity Name" text box to edit the Opportunity info. This is the name that will show on the opportunity card.
Select The Pipeline
Next, click on "Select Pipeline". Choose the pipeline from the dropdown menu.
Select The Pipeline Stage
Click on "Select Stage", then choose the pipeline stage that best represents where your contact is.
Select The Status
Next, click on the "Status" dropdown to choose a status. And then pick an appropriate status among Open, Won, Lost or Abandoned.
(Optional) Add Opportunity Source
Click the "Source" field. Make this something meaningful so you can track where your leads are coming from.
Click On "Add"
Click on "Add" to finish up and add the opportunity.
